Certified Personal Banker (CPB)

About CPB | Apply | Exam Information | Exam Outline | Maintain Certification
 

About the CPB

The Certified Personal Banker certification is designed to:

• Establish a recognized standard of knowledge and competence for personal bankers
• Formally recognize those who meet these standards
• Provide employers with a tool to identify skilled, knowledgeable professionals
• Support the benefits of professional continuing education and development

Knowledge areas

• Sales and service
• Banking basics
• Specific business competencies
• Ethics

Eligibility requirements

You must meet the following pre-requisites in order to qualify to take the CPB certification examination:

1. Professional Experience & Education

A minimum of six (6) months of experience as a personal banker and completion of the American Institute of Banking (AIB) Personal Banker Certificate.

2. Professional Reference

One letter of recommendation is required from a senior manager attesting to your qualifications for certification including your experience as a personal banker and your ethical character.  The letter must be signed and on corporate letterhead.

3. Ethics Statement

Each candidate must sign ICB's Professional Code of Ethics statement. Please note:you must furnish all pertinent information about any convictions or pleas of nolo contendere on the grounds of fraud, embezzlement, unfair or deceptive practices, securities law violations, misappropriation of property, fraudulent conversations or any civil or administrative action from which you have been previously found liable.

4. Application

You must complete and submit the application. You are required to meet the eligibility requirements in place at the time that you submit your application.

Maintenance requirements

To maintain your CPB in good standing, you must adhere to ICB's Professional Code of Ethics, pay an annual fee, and complete nine (9) hours of continuing education every three years.

Fees

*  Exam Fee is 100% refundable upon written request prior to the published withdrawal deadline.  Requests for withdrawal received on or less than fourteen (14) business days prior to the exam date will not be honored and the entire exam fee will be forfeited. ICB will consider waiving the forfeiture fee in case of a medical emergency. Your request for such a waiver must be made in writing and supported by documentation from a physician, which clearly states that you are unable to appear for the exam due to personal or immediate family medical issues. Requests will be reviewed on a case-by-case basis.
** Membership Fee is assessed annually every year after certification has been granted.
***Applies to individuals who hold more than one certification.

Questions?  Please contact icb@aba.com for more information.